This presentation provides an overview of how to apply for tax exempt status, including what steps to take before applying, the various types of tax-exempt status, and tips to shorten the application process.

Are you frustrated with sending or receiving IRS-TE/GE information the traditional way – through the mail, or fax? If so, please review this short video on TE/GE’s Secure Messaging platform. It’s a fast, safe, easy way to send and receive information with an IRS representative in real time.

The Charities and Nonprofits webpage links to hundreds of pages of helpful information. It’s the place to go if you’re: • Someone looking for information on a charity you’d like to donate to, •An employee of a charity or other tax-exempt organization who needs help completing annual filings, • Someone who wants an employer identification number to apply for tax-exempt status, • Or, a nonprofit organization thinking about federal tax-exempt status.

In this presentation, you’ll learn who can use Form 1023-EZ to apply for tax exemption, and how to submit an error-free form.

So why do you think it is important to reconcile Forms 941, W-3 and W-2 to gross payroll? There are benefits to performing a reconciliation. Employers who reconcile payroll can avoid discrepancies and costly errors by ensuring employees' wages and taxes which are reported to both the Internal Revenue Service and the Social Security Administration match. The information in this presentation provides general guidance on how to reconcile Forms 941, W-3 and W-2 to gross payroll.

A fringe benefit is a form of pay, including property services, cash, or cash equivalent, in addition to stated pay for the performance of services. Under the Internal Revenue Code, all income is taxable, unless an exclusion applies. Review this presentation to learn even more about taxable fringe benefits.

The IRS issued a new Form W-4 in 2020. The new design is simple, accurate and gives employees privacy while minimizing the burden on employers and the payroll process. And, although employees don't have to give employers an updated Form W-4, they should be encouraged to update their Form W-4. In this video about the new Form W-4, you will learn: 1. What’s new about the Form W-4, 2. Where to find instructions, 3. Where to estimate withholding.

In this presentation we’ll cover: 1. What is a lock-in letter, 2. When the lock-in rate stops, 3. What’ll happen if you don’t lock-in the withholding rate.

This presentation explains the definition of an employee and how to decide whether a worker is an employee or independent contractor.